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CISI Financial Planning Conference 2017

Cantab Asset Management exhibited the Discretionary Portfolio Management services for IFAs at the CISI IFP 2017 Conference last week. Toby Allebon and David Simpson were thrilled to meet many IFAs and other leading industry voices for a packed conference in Newport, Wales, culminating in the Gala Awards Dinner on the Tuesday evening.

The theme of the conference was ‘Focus on the Future’. Sir Steve Webb, former Minister of State for Pensions, shared some insights into Pension policy and possible future changes. We also heard from Dame Kelly Holmes DBE on how to persevere. 

It was great to meet many IFAs as they consider their investment proposition and discuss how Cantab may be of service to them.

Cantab offers two core services to financial advisers, releasing time to focus on financial planning.

Managed Portfolio Service (MPS): Where portfolios are between £100k and £500k, Cantab offers the MPS. Portfolios are brought in line with Cantab models at the click of a button. We have a series of risk-rated portfolios which are used in line with the client’s attitude to risk.

Bespoke Portfolio Service (BPS): This service is bespoke and is suitable for clients with portfolios over £500k. Each client portfolio is bespoke but with the nature of our research and investment process there is a high level of commonality between portfolios. We invest predominantly in collective investments including unit trusts, investment trusts, and ETFs. However, we do also invest in individual ordinary and preference shares, gilts and corporate bonds.

Why not start the conversation with Cantab Asset Management today to see how we could assist you? Do call us on 01223 52 2000.